Category Archives: Estate Planning & Probate

ESTATE PLANNING WW 2018_5

WHAT DID TAX REFORM DO TO YOU? Tax Reform increased the estate and gift tax exemption for individuals to $5.6 million (up from $5.49 million). So a married couple can shelter $11.2 million between them. This means 99% of my … Continue reading

Posted in Estate Planning & Probate, What's New?

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

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ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

Posted in Estate Planning & Probate, What's New?

Estate Planning – retirement WW2017_1

Want to waste your retirement plan? A favorite client recently retained me after his mother’s death to help him settle her revocable living trust (RLT). His father died shortly before. My client was the trustee and sole heir under the … Continue reading

Posted in Estate Planning & Probate, What's New?

The Best Holiday Gift WW2016_11

The best holiday gift What is the best holiday gift for your loved ones? Save them from the stress and expense of cleaning up your estate! Trust me. Unless you have a deal with the devil, you will not die … Continue reading

Posted in Estate Planning & Probate, What's New?

Estate Planning WW 2016_9

How do I simplify your estate ? clients often don’t consider the fact that once a person dies, the dededent is not available to transfer property to his family. So often the family must go to the Probate Court to … Continue reading

Posted in Estate Planning & Probate, What's New?

Revocable Living Trusts

Have you ever asked yourself what would happen to your family and your  estate if you were in a serious accident? What if you ended up in a coma or worse? What would happen to your loved ones if you … Continue reading

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Your Tax, Estate and Business Resource!

Are you paying high taxes without knowing why? Understand & pay less.  Are you unsure of your contracts? Knowledge will protect and empower you. Is your family afraid of what will happen if you die? Plan your estate!  I show you how … Continue reading

Posted in Business Law, Taxes, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

Listen and grow richer…

Now that we have “tax reform,” taxes and estate law are more confusing than ever! Wis Laughlin as “Super  Lawyer and a professionally trained speaker can entertain your group and show you the ropes in these fields. You will achieve understanding … Continue reading

Posted in Business Law, Taxes, Estate Planning & Probate, Individual Tax, Real estate, investing, Speaking, What's New? | Tagged

Estate Planning Organizer

ESTATE PLANNING INFORMATION PACKAGE To begin your estate planning, first review Revocable Living Trusts and then complete your Estate Planning Questionnaire below and bring it to our planning appointment. This Estate Planning Information Package contains your estate planning agreement below. … Continue reading

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